Financial Architects, Inc Salesforce, Inc. Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

A detailed history of Financial Architects, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Financial Architects, Inc holds 4,540 shares of CRM stock, worth $1.15 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,540

Previous 4,495 1.0%

Holding current value

$1.15 Million

Previous $898,000 6.79%

% of portfolio

0.15%

Previous 0.15%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$188.89 - $223.38 $8,500 - $10,052	45 Added 1.0%	4,540 $959,000
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $4,448 - $6,592	33 Added 0.74%	4,495 $898,000
Q4 2022 Feb 06, 2023	SELL	$128.21 - $165.27 $3,718 - $4,792	-29 Reduced 0.65%	4,462 $591,000
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $645,985 - $858,993	4,491 New	4,491 $646,000
Q2 2022 Aug 11, 2022	SELL	$155.6 - $218.85 $673,903 - $947,839	-4,331 Closed	0 $0

Q1 2022 May 05, 2022	SELL	$190.54 - $255.46 $48,397 - $64,886	-254 Reduced 5.54%	4,331 $919,000
Q4 2021 Feb 14, 2022	SELL	$247.21 - $309.96 $97,647 - $122,434	-395 Reduced 7.93%	4,585 $1.17 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $362,263 - $435,585	1,525 Added 44.14%	4,980 $1.35 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $156,010 - $182,478	741 Added 27.3%	3,455 $844,000
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $310,253 - $375,619	1,511 Added 125.6%	2,714 $575,000
Q4 2020 Feb 17, 2021	SELL	$220.15 - $267.07 $4,403 - $5,341	-20 Reduced 1.64%	1,203 $268,000
Q3 2020 Nov 09, 2020	BUY	$185.51 - $281.25 $75,688 - $114,750	408 Added 50.06%	1,223 $307,000
Q2 2020 Aug 11, 2020	SELL	$134.06 - $191.65 $8,311 - $11,882	-62 Reduced 7.07%	815 $153,000
Q1 2020 May 07, 2020	BUY	$124.3 - $193.36 $13,797 - $21,462	111 Added 14.49%	877 $126,000
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $14,233 - $16,498	100 Added 15.02%	766 $125,000
Q3 2019 Nov 06, 2019	SELL	$139.72 - $159.97 $284,609 - $325,858	-2,037 Reduced 75.36%	666 $99,000
Q2 2019 Aug 14, 2019	BUY	$145.1 - $165.96 $85,609 - $97,916	590 Added 27.92%	2,703 $410,000
Q1 2019 May 13, 2019	BUY	$130.4 - $166.95 $257,148 - $329,225	1,972 Added 1398.58%	2,113 $335,000
Q1 2019 May 03, 2019	SELL	$130.4 - $166.95 $212,812 - $272,462	-1,632 Reduced 92.05%	141 $22,000
Q4 2018 Feb 01, 2019	BUY	$120.67 - $159.86 $125,617 - $166,414	1,041 Added 142.21%	1,773 $243,000
Q2 2018 Aug 03, 2018	BUY	$115.3 - $139.8 $49,809 - $60,393	432 Added 144.0%	732 $100,000
Q4 2017 Feb 12, 2018	SELL	$93.94 - $108.8 $2,724 - $3,155	-29 Reduced 8.81%	300 $31,000
Q3 2017 Nov 01, 2017	BUY	$87.63 - $97.71 $28,830 - $32,146	329	329 $31,000

Others Institutions Holding CRM

# of Institutions

3,000

Shares Held

738M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $252B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

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Financial Architects, Inc Salesforce, Inc. Transaction History